Portfolio (Quarterly) Guide ↗

Tikvah Management LLC

· CIK 0001606477

13F Portfolio $329M AUM 19 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 3 Added 4 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PCOR	PROCORE TECHNOLOGIES INC	Technology	119,939	$6.8M	2.12%	SOLD
2	MTCH	MATCH GROUP INC NEW	Communication Services	159,500	$4.9M	1.52%	SOLD
3	NAUT	NAUTILUS BIOTECHNOLOGY INC	Healthcare	726,895	$2.8M	0.87%	SOLD

Sector Allocation

Communication Services 24.3%

Consumer Cyclical 23.9%

Technology 16.6%

Industrials 15.0%

Financial Services 10.7%

Healthcare 8.7%

Consumer Defensive 0.8%